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en:portfolio [2017/06/21 11:28]
playoptions
en:portfolio [2018/01/10 16:16] (versione attuale)
playoptions [History]
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 The Iceberg'​s portfolio has been conceived and designed to give you the overview of your strategies. The user can create different portfolios and he can include diffent strategies . The portfolio allows to know various information in real-time like the net exposure at market. Portfolio is divided into several tabs that we analyze below.\\ The Iceberg'​s portfolio has been conceived and designed to give you the overview of your strategies. The user can create different portfolios and he can include diffent strategies . The portfolio allows to know various information in real-time like the net exposure at market. Portfolio is divided into several tabs that we analyze below.\\
-|The upper section and the left section with a list of strategies are always visible. You can add or remove properties (at this link [[http://​manuals.playoptions.it/​beeTrader/​doku.php?​id=choose_properties|link]] is available the list of properties )|+|The upper section and the left section with a list of strategies are always visible. You can add or remove properties (at this link [[choose_properties|link]] is available the list of properties )|
 \\ \\
 In the example that we are going to analyze the portfolio is composed of the four strategies (Salvatore Ferragamo, Mediaset, STMicroelectronics e Tenaris) reported below .  In the example that we are going to analyze the portfolio is composed of the four strategies (Salvatore Ferragamo, Mediaset, STMicroelectronics e Tenaris) reported below . 
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 In the lower part of the chart you can choose according on which parameters you see the legs : P/L at expire, P/L at now, P/L at now %, Bep %.\\ In the lower part of the chart you can choose according on which parameters you see the legs : P/L at expire, P/L at now, P/L at now %, Bep %.\\
 These choices allow the user to see the portfolio in graphical form according to the most important parameters. These choices allow the user to see the portfolio in graphical form according to the most important parameters.
 +
 +----
 +
 +====History====
 +
 +{{ :​portfolio_history_01.png?​direct&​600 |}}
 +
 +The History section consists of two views: Portfolio and Strategies. The first one allows to monitor the historical trend of the entire Portfolio, while the second one shows the historical trend strategy by strategy.
  
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 For more information on linear correlation click [[https://​en.wikipedia.org/​wiki/​Correlation_and_dependence#​Pearson.27s_product-moment_coefficient|here]]. For more information on linear correlation click [[https://​en.wikipedia.org/​wiki/​Correlation_and_dependence#​Pearson.27s_product-moment_coefficient|here]].
  
 +----
 +
 +====Quick Alerts====
 +
 +The Quick Alerts applied to the strategy can be viewed and edited from the Portfolio. The strategies to which Quick Alerts are applied are highlighted in orange and become green when a Quick Alert is activated. Using the right-hand menu, you can edit, add or delete Quick Alerts related to your strategy.
 +
 +{{ :​portfolio_quick_alerts.png?​direct&​600 |}}
 +  ​
 +  ​
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en/portfolio.1498037296.txt.gz · Ultima modifica: 2017/06/21 11:28 da playoptions